BSW Wealth Partners

Position in JPM — Jpmorgan Chase & Co

CIK 1512601 BOULDER, CO

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,714,213

+$311,959 QoQ

Shares Held

11,347

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#2,363

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $8,522,544 across 8 Banks - Diversified names. JPM ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	11,347	$3,714,213
2	BNY	Bank of New York Mellon Corp	9,066	$1,311,034
3	C	Citigroup Inc	7,996	$1,119,120
4	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	37,954	$951,127
5	HSBC	Hsbc Holdings PLC	5,614	$533,835
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	13,993	$329,954
7	WFC	Wells Fargo & Company/Mn	3,438	$284,116
8	BAC	Bank Of America Corp /De/	4,899	$279,145

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,714,213	11,347	-1.9%	Shares	Sole	2026-07-15
2026-03-31	$3,402,254	11,566	+2.2%	Shares	Sole	2026-04-14
2025-12-31	$3,647,208	11,319	-5.5%	Shares	Sole	2026-01-23
2025-09-30	$3,778,535	11,979	+0.0%	Shares	Sole	2025-10-15
2025-06-30	$3,472,541	11,978	-0.2%	Shares	Sole	2025-07-18
2025-03-31	$2,944,581	12,004	+5.4%	Shares	Sole	2025-04-24
2024-12-31	$2,730,296	11,390	-4.2%	Shares	Sole	2025-01-22
2024-09-30	$2,506,492	11,887	+10.1%	Shares	Sole	2024-10-29
2024-06-30	$2,182,789	10,792	-2.2%	Shares	Sole	2024-07-16
2024-03-31	$2,209,909	11,033	-1.4%	Shares	Sole	2024-04-23
2023-12-31	$1,902,568	11,185	-5.2%	Shares	Sole	2024-01-25
2023-09-30	$1,711,381	11,801	-1.1%	Shares	Sole	2023-10-27
2023-06-30	$1,735,826	11,935	+0.4%	Shares	Sole	2023-08-11
2023-03-31	$1,549,125	11,888	-1.6%	Shares	Sole	2023-05-15
2022-12-31	$1,619,391	12,076	-4.0%	Shares	Sole	2023-02-14
2022-09-30	$1,314,401	12,578	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$1,400,981	12,441	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$1,689,413	12,393	+3.7%	Shares	Sole	2022-05-16
2021-12-31	$1,892,599	11,952	+12.7%	Shares	Sole	2022-02-14
2021-09-30	$1,736,587	10,609	-10.0%	Shares	Sole	2021-11-15
2021-06-30	$1,833,194	11,786	+3.6%	Shares	Sole	2021-08-16
2021-03-31	$1,732,225	11,379	-11.5%	Shares	Sole	2021-05-17
2020-12-31	$1,634,501	12,863	+8.6%	Shares	Sole	2021-02-16
2020-09-30	$1,140,221	11,844	+1.5%	Shares	Sole	2020-11-13
2020-06-30	$1,097,962	11,673	+2.8%	Shares	Sole	2020-08-13
2020-03-31	$1,022,380	11,356	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.